See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,474 | $159,602-15.1% | $150,045-9.7% | $142,382-4.9% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 18.87% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $9,160 | $4,961+84.7% | $4,693+95.2% | $4,299+113.1% |
| Participant deferral / active EE | $13,202 | $8,310+58.9% | $7,997+65.1% | $6,507+102.9% |
| Admin fee / account holder | $10,058 | $14,846-32.3% | $13,435-25.1% | $12,624-20.3% |